Please consider this.

Thank you

Pat

[Title edited to better explain the feature request —jacobs]

It would be great to have the income entry show on the budget module as well.

Thanks, Steve Z.

Issues

• The "QTY" column on the printed invoice PDF is truncated if the value is sufficiently large. For example, on a commissions-based invoice where "QTY" represents total sales, a value of 123,456.78 will appear on the PDF as "123,4…". This unfortunately limits the usefulness of the invoice from a customer standpoint

Ideas

• Allow per-customer payment terms (e.g. Net 15, Net 30, Net 45, Net 60, Net 90) to default the invoice "Due Date" based on the "Invoice Date"
• Better support for line breaks in the "Description" of invoice line items. Line breaks can be forced using Option-Return, but only one line is visible in the input field at a time
• Allow re-ordering of invoice line items
• Allow additional filtering of the invoice view by customer, type, and status
• Send an invoice to the customer via email directly within Quicken

We appreciate the continued efforts to bring the Mac version closer to feature parity with the Windows version. Thank you!

• analyze transactions to identify monthly and yearly subscriptions (e.g., Netflix)
• estimate cash back %% per transaction, and help suggest which card I should have used (e.g., should have used the Barclays Card for the travel purchase)

Alternately, allow QFX import into a cash account. I can also create a QFX file from the same script but Quicken Mac enforces known banks so the import fails.

So there is no apparent way to import a list of transactions into an existing cash account.

I assume Quicken is updating each of the many connections serially, so would it be possible / practical to include the connection name that is being updated as part of the progress notes?

There is no way to see all Unreconciled transactions within a single view or report. This is basic "balance your checkbook" functionality that needs to be implemented. You have to be able to see what hasn't been fully reconciled in a single view!

Yes, one can see Uncleared transactions (empty check box) by using that filter, but it doesn't include downloaded or manually checked (blue check box) transactions.

What we need is a filter called "Unreconciled" that is equivalent to "not checked green" or "checked blue or unchecked". That would be a major first step!

Additionally, we need to have all these filters available in reports: Unreconciled, Untagged, Uncleared, Last Downloaded, Not Reviewed).

Please Vote!

It can be used in many ways. Some examples:

• To be able to exclude an old period of time that is no longer needed
• To create a Year-End Copy of data files (though not truly needed in most cases)
• Start fresh with no or very little data, preserving memorized transactions, reports, categories, etc.

This is a similar feature to the requested IDEA for a Year End Copy feature, but is more versatile. 

• If you find this feature helpful, please be sure to add your "VOTE" by clicking the little triangle in the yellow box at the bottom of this post  to increase the count of this post and therefore its visibility to other users and to the developers.

• If you post a comment but do not click the arrow on Idea threads, your vote will NOT be counted!

[Edited URL for link and current voting instructions, @jacobs 7/21]

Many Quicken users, including myself, utilize hardware like the 2015 MacBook Pro. These machines are still high-performing, reliable, and perfectly capable of running financial software, but they are limited by Apple to macOS Monterey.

Requiring a newer OS would force me to choose between replacing perfectly functional hardware or switching to a different financial management platform. I value Quicken’s features and would prefer to remain a customer, but continued compatibility with Monterey is essential for my workflow.

Please share this feedback with your development and product roadmap teams. Thank you for your time and for supporting your long-term user base.

Add a Custom Dates filter also to be able to specify a start & end date range.

Having migrated from Windows, this was a valuable setting in calendars to easily see and process pending transactions. Not having it on Mac I cannot really find much use for the calendar and use the Bills & Income list, but having these options would be easier to see and manage than the list based Bills & Income screen in Mac.

[Removed - Feature request already exists—see Smayer97's comment for link]

Please add a feature to automatically sync to mobile/web on a schedule, not just when manually triggered.

• making the Mileage Tracker in Quicken for Windows available in the Deluxe and Premier editions, too.
  
• adding a Mileage Tracker module to Quicken Mac.